Ken Fisher

Ken Fisher Fisher Asset Management

AUM $276B
1-Year Est. Return 24.78%
 

Ken Fisher is the founder and executive chairman of Fisher Investments, a global money management firm overseeing billions of dollars in assets. He gained early recognition for pioneering the use of the price-to-sales ratio in stock analysis and wrote the long-running “Portfolio Strategy” column in Forbes. Over the years, Fisher has authored numerous books on investing and wealth management, many of which have become bestsellers.

This Quarter Est. Return
1 Year Est. Return
+24.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$51.4B
AUM Growth
+$1.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
665
New
Increased
Reduced
Closed

Top Buys

1 +$294M
2 +$107M
3 +$59.5M
4
INFY icon
Infosys
INFY
+$56.3M
5
TSM icon
TSMC
TSM
+$44M

Top Sells

1 +$406M
2 +$95.8M
3 +$54M
4
RIO icon
Rio Tinto
RIO
+$52.3M
5
OUTR
OUTERWALL INC
OUTR
+$43.9M

Sector Composition

1 Financials 20.5%
2 Healthcare 14.68%
3 Technology 13.07%
4 Consumer Discretionary 7.61%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$631M 1.23%
4,715,564
+77,229
27
$607M 1.18%
7,761,386
+112,072
28
$604M 1.17%
26,614,379
+1,937,553
29
$595M 1.16%
6,756,978
+71,888
30
$592M 1.15%
9,445,883
+114,633
31
$589M 1.14%
19,357,696
+194,010
32
$563M 1.09%
4,632,366
-91,594
33
$563M 1.09%
26,544,881
+1,036,709
34
$538M 1.05%
13,468,033
+46,731
35
$487M 0.95%
5,219,851
+96,237
36
$480M 0.93%
9,226,697
+621,033
37
$466M 0.91%
85,779,696
-705,117
38
$457M 0.89%
11,335,348
+180,515
39
$441M 0.86%
14,411,372
+332,553
40
$437M 0.85%
28,877,280
+3,931,480
41
$425M 0.83%
15,466,776
+134,590
42
$420M 0.82%
5,977,601
+51,688
43
$400M 0.78%
10,205,546
+67,256
44
$389M 0.76%
7,164,701
+164,586
45
$374M 0.73%
4,489,891
+61,156
46
$365M 0.71%
4,239,723
+69,566
47
$343M 0.67%
43,334,462
+7,101,006
48
$341M 0.66%
3,531,944
+48,826
49
$306M 0.59%
19,935,225
+961,582
50
$297M 0.58%
2,733,215
+73,048